Purchases and Sales Made in Q3 2024 in Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information about the institutional ownership of Ihares Core 1 5 Years Usd Bond (ISTB) during Q3 2024. The information is specifically focused on institutions that hold shares of IHARES CORE 1-5 YEARS USD BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.92K- 10.17% |
$138K - $142K
|
25.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.98K- 2.47% |
$141K - $145K
|
118K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.26K- 28.27% |
$154K - $159K
|
8.26K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.33K- 4.69% |
$157K - $162K
|
67.7K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3.4K- 2.43% |
$161K - $166K
|
137K
$6.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-3.42K- 1.53% |
$161K - $167K
|
220K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.46K- 19.67% |
$163K - $169K
|
14.1K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.48K- 9.66% |
$164K - $170K
|
32.5K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.73K- 12.93% |
$176K - $182K
|
25.1K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.78K- 1.95% |
$226K - $233K
|
240K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.81K- 2.71% |
$227K - $235K
|
173K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-4.84K- 9.47% |
$228K - $236K
|
46.2K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.19K- 5.31% |
$245K - $253K
|
92.7K
$4.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.63K- 2.81% |
$313K - $323K
|
229K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.79K- 13.27% |
$320K - $331K
|
44.4K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.99K- 7.77% |
$377K - $389K
|
94.8K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.28K- 15.97% |
$391K - $404K
|
43.6K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.45K- 95.34% |
$399K - $412K
|
413
$19.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.64K- 36.67% |
$408K - $421K
|
14.9K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.78K- 73.2% |
$414K - $428K
|
3.22K
$154K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.85K- 17.27% |
$418K - $432K
|
42.4K
$2.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.11K- 3.78% |
$430K - $444K
|
232K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.3K- 15.92% |
$485K - $501K
|
54.3K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-13K- 63.81% |
$614K - $635K
|
7.39K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.1K- 36.67% |
$617K - $638K
|
22.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.2K- 15.05% |
$622K - $643K
|
74.5K
$3.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-13.8K- 7.9% |
$652K - $673K
|
161K
$7.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 9.26% |
$698K - $721K
|
145K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.5K- 63.09% |
$732K - $757K
|
9.08K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-17.6K- 12.41% |
$832K - $859K
|
124K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-19K- 40.33% |
$895K - $924K
|
28.1K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.5K- 9.61% |
$1.06M - $1.1M
|
212K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23.8K- 7.77% |
$1.13M - $1.16M
|
283K
$13.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.4K- 16.57% |
$1.15M - $1.19M
|
123K
$5.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.9K- 52.19% |
$1.18M - $1.21M
|
22.8K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-27.3K- 60.63% |
$1.29M - $1.33M
|
17.7K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-40K- 29.42% |
$1.89M - $1.95M
|
95.9K
$4.58M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-45.1K- 72.62% |
$2.13M - $2.2M
|
17K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-61.2K- 52.38% |
$2.89M - $2.98M
|
55.7K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-62.7K- 2.01% |
$2.96M - $3.06M
|
3.06M
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-69.6K- 51.13% |
$3.28M - $3.39M
|
66.5K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.2K- 7.61% |
$3.31M - $3.42M
|
853K
$40.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-74.6K- 71.35% |
$3.52M - $3.63M
|
29.9K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-88.4K- 80.9% |
$4.17M - $4.31M
|
20.9K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-213K- 20.09% |
$10.1M - $10.4M
|
847K
$40.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-284K- 99.97% |
$13.4M - $13.8M
|
71
$3.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-290K- 90.31% |
$13.7M - $14.1M
|
31.2K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-523K- 37.05% |
$24.7M - $25.5M
|
889K
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-540K- 94.35% |
$25.5M - $26.3M
|
32.3K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-808K- 69.16% |
$38.1M - $39.4M
|
361K
$17.2M
|